SWM
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SHP Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

SHP Wealth Management’s Portfolio SCHD Stock Details SCHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$891K Sell
29,042
-2,463
-8% -$74.7K 0.07% 99
2025
Q4 		$864K Buy
+31,505
New +$857K 0.07% 94

Other funds holding SCHD

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SHP Wealth Management's SCHD Position: Q1 2026 in Review

SHP Wealth Management reduced its Schwab US Dividend Equity ETF (SCHD) stake by 7.8% in Q1 2026, selling an estimated $74.7K and leaving 29,042 shares worth $891K. The position accounts for 0.07% of the portfolio, ranked #99.

SHP Wealth Management first reported a position in SCHD in Q4 2025 and has held it in 2 quarters since. 2,048 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

  • SHP Wealth Management held 29,042 shares of Schwab US Dividend Equity ETF worth $891K as of Q1 2026.
  • SHP Wealth Management sold 2,463 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $74.7K.
  • Schwab US Dividend Equity ETF made up 0.07% of SHP Wealth Management's portfolio in Q1 2026, its #99 holding.
  • SHP Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2025 and has held it in 2 quarters since.
  • 2,048 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.